Forbes/SHOOK 2024 Best-In-State Wealth Advisors
- April 3, 2024
Forbes released their 2024 Best-In-State Wealth Advisors finalists, which included thirty-four Oppenheimer Financial Professionals. This year's list spotlights the top-performing advisors across the country who were nominated, researched, interviewed and assigned a ranking within their respective states by Forbes|Shook Research.
(Pictured left to right)
First Row: James Beyloune, David Carey, Sandra Chism, Robert Dalie, Daniel Israelite, Chris Lazos
First Row (L-R): James Beyloune, David Carey, Sandra Chism, Robert Dalie, Joan Gilchrist, Rajiv Hargunani, Mitchell Hassenbein, Joshua Hayes
Second Row (L-R): Daniel Israelite, Christopher Lazos, Andrew Lerner, Sandy Lesser, John Mann, Matthew Marcolina, James McNamara, Aren Mito
Third Row (L-R): David Naert, Spencer Nurse, Michael Pallitto, Michael Peloquin, Harold Perkins, Lawrence Rubinstein, Drake Sacks, Yale Saltzman
Fourth Row (L-R): David Schoenkin, Stephen Seremetis, Logan Shalmi, E. Matthew Steinberg, Daniel Tacktill, Austin Verity, James Watt, Brian Werdesheim
Fifth Row (L-R): Jeff Werdesheim, Tama Zaydon
Disclosures
Oppenheimer & Co. Inc. is not affiliated with Forbes or Shook Research. These rankings combine both quantitative and qualitative measures, including: in-person interviews, industry experience, community involvement, client retention data and revenue trends.
Oppenheimer & Co. Inc. (Oppenheimer), a principal subsidiary of Oppenheimer Holdings Inc. (OPY on the New York Stock Exchange), and its affiliates provide a full range of wealth management, securities brokerage and investment banking services to high-net-worth individuals, families, corporate executives, local governments, businesses and institutions.
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